+38.7%
VZ vs ALAB
+333.4%
-294.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.2% | -0.2% |
| 7D | +0.9% | +26.9% | -26.0% | +2.6% |
| 30D | +6.9% | -30.0% | +36.9% | +4.9% |
| 3M | +0.6% | -28.5% | +29.2% | -0.7% |
| 6M | +0.3% | +11.4% | -11.1% | +2.3% |
| YTD | +21.9% | +36.9% | -15.0% | +27.0% |
| 1Y | +21.7% | +44.4% | -22.7% | +27.4% |
| All | +38.7% | +333.4% | -294.6% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALAB.
Daily Out/Under-Performance
Portfolio return minus ALAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALAB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ALAB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling